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Funding and income planner

A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets

Budgeting and cashflows

How to create budgets, cashflow forecasts and understanding the cashflow process

  • Financial management

Defining budgets and cashflow forecasts and writing a budget

Learn about what budgets and cashflow forecasts are and how to write a budget

  • Financial management

Budgeting: Who to involve, how to assess it and dealing with uncertainty

Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty

  • Financial management

Building a cashflow forecast and understanding the cashflow process

Learn about how to build a cashflow forecast and how the cashflow process works

  • Financial management

Project budgeting and full cost recovery

Guidance on budgeting for projects and recovering costs

  • Financial management

Direct costs and support costs

Learn about direct costs and support costs for single and multiple projects

  • Financial management

Cost allocation and apportionment

Learn about what cost allocation and apportionment mean and how it works in practice

  • Financial management

Full cost recovery

Learn about what full cost recovery means and what the limitations are

  • Financial management

Reporting

Guidance on types of tax reporting and when and how to use them

  • Financial management

Why your organisation should get involved in The Big Help Out

Reasons and ways to support the nationwide campaign to get more people volunteering

Volunteering round-up: April 2024

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: April 2024

The latest charity governance news, resources and dates for your diary

  • Governance

The Voluntary Sector Manifesto

A manifesto for the voluntary sector ahead of the 2024 general election

  • Government and politics

Making sense of the local elections and what they mean for charities

  • Government and politics

Practical support bulletin: May 2024

Resources, events and information on the big issues affecting small charities

  • Digital and technology
  • Business planning and strategy
  • Funding and income

The inside track: May 2024

Our latest update on what’s happening in Westminster and how it might impact charities

  • Government and politics

Volunteering round-up: May 2024

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: May 2024

This month sees the launch of a consultation on the Charity Governance Code and new charity chair research

  • Governance

General election 2024: What charities should be doing

  • Government and politics

Charity Essentials (English version)

An English version of the Charity Essentials tool, which can help you do a basic health check on how your organisation is performing

Charity Essentials (Welsh version)

A Welsh version of the Charity Essentials tool, which can help you do a basic health check on how your organisation is performing

Get started with equity, diversity and inclusion

This page helps you get started in improving your organisations’ approach to equity, diversity and inclusion.

  • Equity, diversity and inclusion

The Equality Act: Your legal duties

Using the Equality Act to understand your legal duties

  • Equity, diversity and inclusion

Respond to discrimination

This page is about how to respond to discrimination occurring in your organisation.

  • Equity, diversity and inclusion

Insurance

Risk management is a vital (and legal) responsibility for charity trustees. This page covers an introduction to the risk management process and the role insurance plays in protecting your organisation.

  • Law and regulation

Charity ethical principles

Principles that support charities to recognise and resolve ethical issues and conflicts, and make charities safer

  • Governance

Explaining governance

Learn about what governance is and how it applies to charities

  • Governance

What is a board?

Learn about what a board is and how it works

  • Governance

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.

Webinar: charity trading essentials

Explore charity trading and when to consider a trading subsidiary.

Leading external engagement ( 1 day)

This training will teach you how to raise your profile and the profile of your charity. You’ll learn how to improve your external engagement through network-building, collaboration, partnership development and effective communication.

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

Authentic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

Charity finance skills (1 day)

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance